Corient Private Wealth
STNE icon

Corient Private Wealth’s StoneCo STNE Stock Holding History

Corient Private Wealth’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Buy
+11,051
New +$131K ﹤0.01% 2908
2025
Q3 		– Sell
-11,268
Closed -$181K – 2675
2025
Q2 		$181K Buy
+11,268
New +$150K ﹤0.01% 2256
2024
Q4 		– Sell
-10,632
Closed -$120K – 2530
2024
Q3 		$120K Sell
10,632
-22,513
-68% -$287K ﹤0.01% 2304
2024
Q2 		$397K Sell
33,145
-1,701
-5% -$25.1K ﹤0.01% 1762
2024
Q1 		$579K Buy
34,846
+1,619
+5% +$27.8K ﹤0.01% 1560
2023
Q4 		$599K Buy
33,227
+692
+2% +$9.1K ﹤0.01% 1524
2023
Q3 		$347K Buy
32,535
+8,404
+35% +$103K ﹤0.01% 1681
2023
Q2 		$307K Sell
24,131
-209
-0.9% -$2.61K ﹤0.01% 1683
2023
Q1 		$232K Buy
24,340
+213
+0.9% +$2.04K ﹤0.01% 1729
2022
Q4 		$227K Buy
+24,127
New +$253K ﹤0.01% 1444

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Corient Private Wealth's STNE Position: Q2 2026 in Review

Corient Private Wealth opened a new position in StoneCo (STNE) in Q2 2026: 11,051 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #2908 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in STNE as recently as Q2 2025.

Corient Private Wealth first reported a position in STNE in Q4 2022 and has held it in 10 quarters since. The position peaked at $599K in Q4 2023. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Corient Private Wealth held 11,051 shares of StoneCo worth $120K as of Q2 2026.
  • StoneCo was a new Corient Private Wealth position in Q2 2026.
  • StoneCo made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2908 holding.
  • Corient Private Wealth first reported a position in StoneCo in Q4 2022 and has held it in 10 quarters since.
  • Corient Private Wealth's StoneCo position peaked at $599K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.